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Last modified: July 19, 2024

I’m a practitioner. How do I share plans with select patients?

Multi-patient plans can be shared with all patients or select patients.


Clerk accounts cannot create or edit multi-patient plans.

To share with select patients:

  1. Go to the Multi-patient tab under the Plans page.
  1. Find the plan that you’d like to share and click on it.
  2. In the plan tab that opens on the right, go to the Modify access tab.
  3. Select Specific patients and begin putting in the names of the patients that you’d like to send the plan to.
Specific patients
  1. Once you’ve added all patients to the list, click Save.
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